Referral Policy

Self Managed Retirement Systems help many friends and work colleagues of existing clients with their personal financial advice needs. What better way for someone to find their adviser than via a referral from a trusted friend.

We truly appreciate your referrals to Family and Friends as it helps our practice grow and ensures the ones you care about receive quality advice.

Many clients don’t know how we can help others that they know, so we have taken the time to put it in writing.

What areas can we help in?

Common financial issues a friend or family member may need help with

How can we help others take control of their financial future?

- Thank You For Recommending Us -

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